---
title: "Integrator training"
slug: "formation-intégrateur"
updated: 2026-01-07T10:04:11Z
published: 2026-01-07T10:04:11Z
canonical: "help.frisbii.com/formation-intégrateur"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrator training

## Welcome!

Whether you're a beginner or an expert, we've designed three courses for you: **Discovery, Basics and Advanced.**

Each step will guide you through the essential skills, with the added bonus of a certification at the end to validate your expertise.

Get ready to master Frisbii integration and become an expert!

## Certification course

You're a Salesforce consultant, and a new product is now part of your portfolio: Frisbii! So you've decided to take a training course to learn how to manage a Frisbii deployment project and integrate it into your processes.

### A training that fits in with your Salesforce experience

The Frisbii application is **100% native to Salesforce**, so you're on familiar ground. Rights management, adaptation of page layouts to user needs, flow automation, reports... these are tools you've already mastered.

Since you like to follow *best practices*, you're also very curious to learn more about setting up, administering and maintaining the application.

### The tracks

This course is divided into three different tracks:

1. **Discovery** - a three-phase introductory module
  1. Welcome to Frisbii: Best practices and communication with support
  2. Getting started with Frisbii: Project start-up, installation and user access settings
  3. Frisbii settings: configuration of objects that activate billing.
2. **Basics** - the module that gives you a thorough understanding of the application's objects and their functions
  1. Frisbii integration in Sales Cloud: How SF objects and Frisbii are connected
  2. Quotations: to create quotations in Frisbii , and generate PDFs
  3. Subscriptions : Recurrent billing and index-based revision
  4. Sales invoices and accounting entries: invoices and the beginnings of accounting
3. **Advanced** - taking configuration to the next level
  1. Frisbii administration
  2. Import and export in Frisbii
  3. PDF template management
  4. Automation management
  5. Payment solutions integration
  6. Frisbii Updates

### How training works

Each track brings together articles from our knowledge base, which we have listed by subject in the **main sections**. These items include :

- The field dictionaries
- The relationship between objects and the inheritance of field values
- Existing procedures
- Error messages
- Customer FAQs

You will find almost all of these articles in our **documentation**. The important thing is not that you learn everything by heart, but that you know where the information is when you need it.

### The practical side: Frisbii setup

We strongly recommend that you follow the procedures in our articles to set up Frisbii in a test environment. Make sure you're the only one using this org.

Here's a Salesforce blog post explaining the different possibilities:

[> Choose the Right Salesforce Org for the Right Job.](https://developer.salesforce.com/blogs/2024/05/choose-the-right-salesforce-org-for-the-right-job)

For a lasting solution, create your own [scratch org](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_scratch_orgs.htm) by following [this link](https://developer.salesforce.com/signup).

### Certification

Once you have completed the training courses and feel ready to take the certification, send us a quick email to [training-france@frisbii.com](mailto:training-france@frisbii.com). You will then receive a link to the certification.

Please note that this link is valid only once. It is accessible during **one week**.

Make sure you're ready before you start the questionnaire.

The certification consists of **60 questions**and you have **2 minutes** per question. So plan on 120 minutes of undisturbed quiet.

**Important:** Once a question has been answered, you cannot go back on it.

If you have any comments or questions, please send them to us at [training-france@frisbii.com](mailto:training-france@frisbii.com).

## Training courses

Here are the training articles, each containing links to the dedicated section. Explore **each section in depth** to master all Frisbii features and pass your certification. Enjoy your discovery!

**Important information:**

(1) Remember to use the configurations described in **a sandbox** or a dev org in parallel to optimize your learning.

(2) We advise you to keep this home page open and not to open the training articles in a separate tab, to help you find your way around the course.

### Discovery

[Getting started - Support, Documentation & Community](/frisbii-app/docs/bien-démarrer-support-documentation-communauté)

[First steps with Frisbii - The main objects](/frisbii-app/docs/en/premiers-pas-avec-frisbii-les-objets-principaux)

[First steps with Frisbii - Installation](/frisbii-app/docs/en/premiers-pas-avec-frisbii-installer-frisbii)

[License management - License allocation](/frisbii-app/docs/en/administration-la-gestion-des-utilisateurs-lattribution-des-licences)

[License management - Assigning authorization packages](/frisbii-app/docs/en/administration-la-gestion-des-utilisateurs-donner-les-autorisations-nécessaires)

[Company name](/frisbii-app/docs/en/raisons-sociales-1)

### Basics

[Account](/frisbii-app/docs/en/compte-dictionnaire-des-champs)

[Accounting data](/frisbii-app/docs/en/les-données-comptables)

[Opportunities](/frisbii-app/docs/en/opportunités-1)

[Quotations](/frisbii-app/docs/offers)

[Invoices](/frisbii-app/docs/en/factures-1)

[Payments](/frisbii-app/docs/en/règlements-1)

[Subscriptions](/frisbii-app/docs/en/abonnements-1)

[Indexes](/frisbii-app/docs/en/gestion-des-indices)

[Accounting entries for sales](/frisbii-app/docs/en/les-écritures-comptables-de-vente-use-cases-conditions)

### Advanced

[Relations & Inheritance](/frisbii-app/docs/en/administration-relations-héritages)

[Export & Import into Frisbii](/frisbii-app/docs/en/export-import-dans-frisbii)

[Reports and dashboards](/frisbii-app/docs/en/rapports-tableaux-de-bord)

[PDF templates](/frisbii-app/docs/en/modèles-pdf-1)

[Automations](/frisbii-app/docs/en/automatisations)

[Payment methods](/frisbii-app/docs/en/paiements)

[Update - Steps to follow for a successful Frisbii update](/frisbii-app/docs/en/mise-à-jour-les-étapes-à-suivre-pour-réaliser-une-mise-à-jour-réussie-de-frisbii)

Once you have completed the **Advanced**part, send an email to [training-france@frisbii.com](mailto:training@frisbii.com) to receive the certification link.